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How to Change phone settings in Zoom App (web portal)

How to Change phone settings in Zoom App (web portal)

If you have Zoom Phone enabled in your account, you can view assigned phone numbers and change settings such as business hours, voice mail, and call permissions.

Content of this article:

  • Change phone settings
    • Call processing
    • Participating group
    • Deputy & Assistant
    • Fixed telephone
    • others
  • Time zone update
    • Update time zone during initial setup
    • Update time zone in profile
  • Transfer to an external phone number

Prerequisites

  • Zoom Phone License

Change phone settings

  1. Sign in to the Zoom web portal.
  2. [ Phone ] of page [Settings] to open the tab, displays the following information and options.
    • Sites (only if your administrator has enabled multiple sites in your organization): Shows the sites you belong to.
    • Package : Shows the currently assigned outgoing call plans.
    • Number : The direct number assigned to you will be displayed.
    • Company number (if company representative number is set): The number is displayed in the format of [Company representative number] # [Extension number] .
      Example: 050-0000-0000 # 000
    • Extension number (if company representative number is not set): The extension number assigned to you is displayed.
    • Emergency Contact : If you call the emergency call is provided to the first responders to add or update the emergency contact you .
    • Caller ID (only if a call package is assigned): When making a call using the Zoom desktop client or mobile app , select the caller ID to use by default . You can also change the default caller ID to another caller ID before making a call.
      Note :

      • If you want to make a call without notification, select [Hide Caller ID] .
      • Caller ID settings do not apply to landlines. Change the line key settings to set the default caller ID for landlines.
      • You can find out more about the features and restrictions of caller ID numbers in this article .
    • Country: Select the country code to use for outgoing calls.
    • Area code (optional): Click Settings or Edit to change the area code used by default when making a call. If you dial without the area code, the set area code will be used.

Call processing

Note :Please set the correct time zone in your profile to properly reflect business hours .

After setting business hours, you can change the routing settings for incoming calls within the set time .

  • Business Hours: You can click Edit to change the time (business hours) to answer the call. You can also set the end of business hours after midnight for night shift users.You can also set business hours in 10-minute increments by manually entering the hours (for example, 11:10 pm).
  • Non-business hours: If you customize business hours, you can also customize how calls are forwarded during non-business hours.
  • Holiday settings: Click Manage[irp] to add holidays, etc. as additional holidays. You can also customize how to transfer incoming calls on holidays. For example, you can forward the call directly to voice mail or play a custom message telling the caller that your company is out of business or on holidays.

Participating group

  • Call Queue: Shows the added call queue .
    • Receive Queue Calls: Enables or disables incoming call notifications transferred from the call queue . This setting applies to desktop clients, mobile apps, and landlines. This setting syncs between desktop clients and mobile apps signed in with the same user . Follow one of the following options:
      • To enable / disable incoming calls on the call queue , click Toggle Receive Calls on Queue .
        Note: Even if you enable the toggle for receiving calls in a queue, it remains disabled if you previously disabled the toggle for a particular call queue.
      • Click View or Edit to enable / disable incoming calls from a particular call queue . Click the call queue toggle you want to enable or disable to toggle the setting.
  • Shared Line Groups: Shows the shared line groups that are members. One user can belong to only one shared line group.
    • Receive calls from shared line Contacts and Channels . You can add contacts, create contact groups: Enables or disables incoming call notifications forwarded from shared line groups . This setting syncs across all platforms (desktop clients, mobile apps, landlines).
  • Monitoring: If you have permission to monitor the call, [display] ZoomPhone user of the monitored by clicking the, call queue, to display a list of the shared line group.
  • Monitored: If other ZoomPhone users can monitor their calls, you can see which ZoomPhone users have monitoring privileges.

 

Deputy & Assistant

Assign ZoomPhone users who can make and receive calls on your behalf .

Note :

  • If you use the proxy response feature, your business hours and non-business hours settings apply.
  • If assigned to a surrogate response, you can approve the surrogate request .

 

Fixed telephone

  • Keys and Positions : You can change the line key settings to set the default caller ID for landlines and customize the appearance of the line keys.
  • Desktop Phone : Shows the devices added to your account. Phones with online status are turned on and provisioned by the ZoomPhone administrator.
    • Allow HotDesking: Enable the landline hot desk feature to allow other ZoomPhone users to sign in or out of your landline.
    • Phone screen lock : Enables softkeys that can lock the phone screen. A PIN code is required to unlock the phone. This feature is not supported on some devices .
  • PIN Code : You can set your PIN by clicking View or Edit . The PIN is used to check voice mail , hot desking function , and screen lock on landlines . ZoomPhone administrators can set PIN length and complexity requirements. Contact your administrator for more information.

 

Others

  • Voicemail : Click Add to share your voicemail inbox with other ZoomPhone users. Added ZoomPhone users can only access the shared voicemail inbox on the Zoom web portal . You can also revoke access from the added ZoomPhone user by clicking the x in the upper right corner of the user name.
  • Block list :
    • Click View or Edit to see the list of blocked numbers and area numbers. The default numbers and area codes are blocked by the administrator and apply to all ZoomPhone users in your organization. Click Add in any of the sections below to block area numbers, numbers, or extensions.
      • Hidden phone number prefix : Blocks all numbers with a specific country code or area code.
        Note: Select the country code from the drop-down menu and enter the area code without the country code in Enter Phone Number Prefix .
      • It did a number on non-notification : Block a specific telephone number or internal extension number.
        Note: After selecting the country code from the dropdown, enter the rest of the phone number. For example, if you want to block “+81 (30) 111-1111”, select the country code “+81” and enter “301111111” as the block target number.
    • Block Calls Without Caller ID : Blocks all incoming calls with the caller ID hidden .
    • Block external calls : Set rules for incoming calls from external calls during business hours, non-business hours, and holidays. This setting applies only to incoming calls from outside. You can make a call to an external number.
  • Hold tone : If you put a call on hold, the other party plays the hold tone. Set the audio to play on hold from the drop-down menu. The Audio Library allows you to select custom audio, record it, and add it by uploading an audio file . Select Disable if you do not want to play the music on hold .
  • Audio Prompt Language : Select the default language for the automatic voice prompt from the drop-down menu. This prompt is played to the caller for additional instructions. For example, if the call is forwarded to voice mail, the following automatic prompt will be played.
    ” Sorry, no one can answer the call right now. Record a message after the dial tone. Press the asterisk to clear the recording or one of the numbers to end the recording.”
  • User Status : Shows the status of your ZoomPhone account. If your account is disabled by your administrator, you will not be able to make or receive calls, but you will have access to call history, recordings, and voicemail .

 

Time zone update

Be sure to set the correct time zone. Time zone settings affect some ZoomPhone features, such as business hours settings and landlines assigned by the ZoomPhone administrator.


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Update timezone during initial setup

If you have been assigned a ZoomPhone license by your ZoomPhone administrator, you will receive an email notification with a link to set up your ZoomPhone.

  1. Click the link in the ZoomPhone email notification. If the mail does not reach, sign in to the Zoom web portal[ telephone ] and click.
  2. [Please set the time zone. You can change it later in your profile. ] Select the correct time zone in the drop-down menu.
  3. Click Settings .

 

Update timezone in profile

If you have already completed the initial setup for your ZoomPhone account, you can update your profile time zone.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, [ profile ] and click.
  3. In the Personal section, click Edit for the time zone item .
  4. Select the time zone you want to apply from the drop-down menu. Click here for details on profile settings .

 

Transfer to an external phone number

Follow these steps to customize your call handling settings and transfer them to an external phone number that is not part of your Zoom account.

  1. Sign in to the Zoom web portal.
  2. Phone ] of page Settings] and then click the tab.
  3. In the Business or Non-Business Hours section, click Edit next to the Call Processing section . Note : To edit the call processing settings in the holiday settings , click Manage next to Holiday Calendar and Call Processing , select a holiday , then click Edit next to Call Processing . ..
  4. Click Add Phone Number and enter an external phone number, such as a personal phone number other than the one you are using on ZoomPhone, to transfer it. You can also edit or delete an existing external phone number.
    • Country / Region : Select the correct country / region from the drop-down menu to add an external phone number. Some countries share the same country code, but the drop-down menu shows a different entry.
    • Phone Number : Enter an external phone number.
    • Description : Enter a description to help identify the external number.
  5. Click Save .
  6. (Optional) Select the Must press 1 before connecting to a call check box if the caller must press 1 before connecting to the external phone number added above .

 


Frequently Asked Questions

 

Accessing and changing account settings

Zoom’s web portal can be accessed by logging in. You can access Account Settings by clicking Account Management in the navigation panel. Meeting, Recording, and Audio Conferencing are the three tabs under which you can access your account settings.

How to change phone or device settings
  1. Zoom’s web portal can be accessed by signing in.
  2. Then click Phones & Devices in the navigation menu.
  3. To assign or unassign a task, click the tab.
  4. To edit a phone or device, click its display name. The following can be viewed or edited:

 

Tap Settings to view meeting and chat settings.
    • The name, profile picture, and password can all be changed by tapping your name.
    • Changing meeting settings, like enabling/disabling your microphone and mirroring video, is possible here.
    • Zoom contacts can be found and approved in the contacts tab.

 

It is recommended that you use either the desktop client or the mobile app. If none of the other options are available, use the web client. Account owners, administrators, and hosts can disable certain features. Check out our Zoom Phone feature comparison for more information.
There are differences between the Zoom web portal and the Zoom Desktop Client and Mobile App. You can change Zoom Phone settings and meeting settings through the Zoom web portal. Your profile can also be customized through the web portal.
 
Without downloading any software or plugins, Zoom web clients allow you to join Zoom meetings or webinars in your web browser.By using their web browser, users can join Zoom meetings without downloading the application, which can be helpful if their computer’s capabilities restrict what they can install or download.

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